To Create a Case by Using the Acumatica Add-In

To create a new case associated with the selected contact, do the following:

1. On the add-in form with the contact information displayed, click Create Case.

   The New Case Details group of elements appears on the form.

2. In the Class ID box, select the case class to which the case will belong. By default, the case class specified in the Default Case Class box on the General Settings tab of the Customer Management Preferences (CR101000) form (if any) is selected.
   Note:

   If the selected case class requires that a customer be specified for cases of the class, make sure that a business account of the Customer type is specified for the contact record; otherwise, you will not be able to create the case.
3. If you want to associate the case with a contract (or if a contract is required by the selected case class), select a contract in the Contract box.
4. In the Severity box, select the severity level of the case. The following options are available: Low, Medium (the default setting), and High.
5. In the Subject box, type a short description of the case. By default, the email's subject is specified in this box.
6. In the Encoding box, select the encoding used for the selected email so that the email message will be correctly stored in MYOB Acumatica.
7. Click Create Case.

As a result, a new case record is created in MYOB Acumatica, and the email is attached to this record as a related email activity. The case is associated with the selected contact, and you can review the basic information about the case, such as the case identifier and description, on the add-in form.